A Change in Thinking
This is a little late today, but a confluence of events over the past two weeks is bringing together many pieces of my research from over the years. It is difficult to know where to start but since we do talk…Continue Reading →
Political Talk
Why Wait for 2013 ?
All this noise in Washington involving people who really don’t want to do anything. Let’s act now, have the Depression and get it over with. Just 12 easy steps to get rid of the excesses since 1982, cut deficits, and get to…Continue Reading →
Democrats are Enraged at Compromise
It is about time. Obama got their attention. They have had majorities in both houses and all they have done is to help the Republicans block and water down everything that has happened since Obama got in office. Who needs them…Continue Reading →
Generational Thinking
The news doesn’t get much better than this for the speculative traders who dwell in the moment and the tax cuts for the rich are the capstone. On the other-hand it might be a time when long term thinking is of…Continue Reading →
Employment is the Guiding Light
It seems like all the talk of stopping stimulus programs and letting tax cuts expire is being held in a vacuum. By what measure does Washington have the right to make any changes until the unemployment rate comes down to…Continue Reading →
In a Depression, Employment is a Fiscal, Not a Monetary Issue
I feel like I need to repeat myself somewhat today so I have brought back the title from November 15th, the first tme I have done that in this blog. Under this title some new things need to be said. …Continue Reading →
Help from Unexpected Sources
As the market continues its mini-bubble based on QE2, help to bring some sanity to the equation has come from expected sources. In light of the hands off policy on the Fed by Geithner, and why wouldn’t he be hands…Continue Reading →
Markets are Rolling Over
The market rollover that started earlier this month is gaining traction. The computer models which usually come in late as a confirmation are starting that confirmation process Recap of the 18 ETF Computer Model signals: Long : MOO,QQQQ,SPY,SMH,XLY,SHY,UUP Neutral : XLF,USO,DBA,IEV,IEF,TLT…Continue Reading →
You Fix the Budget
David Leonhardt’s articles in the past few weeks Sunday New York Times have been a good exercise and I highly recommend getting involved in the calculations for yourself. My comments back on November 3rd were a reflection of what could…Continue Reading →
What Now ?
The stock and commodity markets in a sense had breakaway moves to the downside yesterday. Now the lows of Monday stand out as upside resistance for a potential bounce point in the upcoming time period. Also, the GM IPO will…Continue Reading →